This is not financial, legal, or tax advice. Educational purposes only.

Trust Planning – Canada & USA

Understanding trusts that protect benefits and support families.

Henson Trust (Canada)

A discretionary trust that protects disability benefits while allowing family support.

Learn More

Special Needs Trust (USA)

Used in the U.S. to preserve SSI and Medicaid while providing supplemental funds.

Learn More

Income Trusts (Canada)

An overview of how income trusts work and why they were widely used.

Learn More

Bare Trusts (Canada)

A simple structure separating legal title from beneficial ownership.

Learn More